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S&p Global shares owned by Optimize Financial

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in S&p Global

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All positions including S&p Global held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 838 486.71
2025-06-30 $381k 723 527.29
2025-03-31 $369k 727 508.10

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Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Morgan Stanley
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco

View all funds holding S&p Global